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Heritage Oak Wealth Advisors’s Royal Caribbean RCL Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,605
Closed -$639K – 156
2024
Q3 		$639K Buy
+3,605
New +$584K 0.29% 54

Other funds holding RCL

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Oak Wealth Advisors's RCL Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Royal Caribbean (RCL) in Q4 2024, closing a stake of 3,605 shares — an estimated $639K sold.

Heritage Oak Wealth Advisors first reported a position in RCL in Q3 2024 and held it in 1 quarter. The position peaked at $639K in Q3 2024. 1,038 funds tracked by Wall St. Rank hold RCL as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Royal Caribbean position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 3,605 Royal Caribbean shares in Q4 2024, an estimated $639K.
  • Heritage Oak Wealth Advisors first reported a position in Royal Caribbean in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Royal Caribbean position peaked at $639K in Q3 2024.
  • 1,038 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.